This document is to teach you about the site customer, what it is and when to use it.
Firstly it is important to know that FieldInsight uses 2 types of customer hierarchy
So what is a site customer?
A site customer can be classified as:
1) The place you go to do the work and
2) The person you are going to bill for works done.
How to add a site customer
There are a few ways you can add in a site customer for the first time.
The first is directly into the calendar when you are booking a job for them.
It is important to know that the minimum detail to add when adding in a site customer is a first name. I wouldn't recommend this as you won't know where to go.
It is suggested that you at least add First Name, Mobile and Address.
You can now create your job and book it into your calendar. If you have not created a job yet, you can view our help document on how to do this.
The second way to add a site customer is what you would do if you wanted to add in the site customer, but not create a job at the same time.
Your new customer has been added to your site customer records
If you accidentally create two customers at the same site. You can merge them into one record.
Make site customer inactive
To make a site customer inactive click on the Delete button
This will hide the site customer when adding a new job and from the site customer list. They will still appear on existing jobs and sales document
To restore a deleted site customer click on the Deleted sites link on the right hand side on the site customer list page
Search for the site customer and click the down arrow and select Restore
Next step is to learn about account customer or learn how to search for an existing site customer record to create a new job.